See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,760 | $45,073-53.9% | $69,455-70.1% | $72,985-71.6% |
| Participation rate | 72.2% | 68.5%+3.7pp | 74.6%-2.4pp | 69.5%+2.7pp |
| Annual return | 23.52% | 22.65%+0.9pp | 28.97%-5.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,547 | $2,602-40.5% | $3,535-56.2% | $3,607-57.1% |
| Admin fee / account holder | $1,871 | $3,056-38.8% | $3,839-51.3% | $5,124-63.5% |